QlikView vs. Salesforce Agentforce Revenue Management

Sales data validations have helped manage our justifications in the past, especially with regard to new product development and new business introduction. It has also been helpful in identifying trends with business impact and direction specific to quarter and monthly sales from ERP data as well as decisions to purchase equipment of staffing based on run rates and product demand.

One thing that can get out of hand is data output - if you aren't careful in your query, you may be overloaded with data dumps and drown in the amount of info you have to filter through. This is a user caution, not a comment on the software itself.

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What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• QlikView has a simple, relational data model that's REALLY fast. Filtering and changing data is dead simple results are almost immediately available.
• The free version of Qlikview is almost completely featured, so you roll a pro-level product out to an entire department for really cheap.
• QlikView is really flexible--if you can imagine it, you can build it.

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• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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• We found that QlikView can be a bit slow in supporting some forms of encryption. It is web-based and we needed to upgrade all of our server to not support the older SSL and TLS 1 protocols, only support TLS 1.2 and TLS 1.3. However, QlikView could not run with TLS 1.2 and TLS 1.3. We had to wait over six months to get a version that would handle the newer TLS versions.
• There are so many options with QlikView that you can get lost when developing a visualization. There are still items I have not yet figured out, such as labeling a graph with the name of a selected detail item.
• QlikView works by pulling the data it is going to use for visualization into its database. I am a security reviewer and I need to make certain that PII and PHI is not pulled by QlikView for a visualization, otherwise this could become a reportable indecent.

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• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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Ease of use, ability to load from pretty much any data source. today I created an application that loaded time sheets from excel that are not in a table format. With Qlik's "enable transformation steps" I was able to automate loads of multiple spreadsheets and multiple tabs easily. Could not do that with any other tool.

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The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

QlikView is very easy to implement. The installation is very straight forward. QlikView has several different data connectors that can connect to different data sources very smoothly. The user interface to build the reports is very easy to understand. This helps to have a smaller learning curve. Something very helpful is that QlikView is a browser application for the end users. So, you don't need to install any applications on the user's computer.

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Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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We have not had any downtime issues with the product nor uncovered any significant bugs

It is not a SAAS product.

My experience with the Qlik support team has been somewhat limited, but every interaction I have had with them has been very professional and I received a response quickly. Typically if there is a technical issue, our IT team will follow up. My inquiries are specific to product functionality, and Qlik has been very helpful in clarifying any questions I might have.

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There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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My team attended, but I cannot myself rate, but I think it was good as they've successfully launched a training program at our company themselves for users. It was 3-4 day training.

Training was as expected. The demo environments tend to be more fully featured that our own environment, but the training was clear and well delivered.

"Implementation" can mean a few things... so I'm not sure that this is the answer you want.... but here it goes: To me, implementation means: "Is the user interface intuitive and can I produce meaningful reports with ease?" On that score, I'd say YES. The amount of training required was minimal and the results were powerful. The desktop implementation is a simple, "blank" interface just waiting for your creativity. The pre-populated templates give you a reasonable start to any project -- and a good set of objects to "play around with" if you're just getting started. Finally, note that the "implementation" I used was baked into QuickBooks 2016 Enterprise -- called "Advanced Reporting"..... That integration makes it ultra useful and simple.

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The only other vendor product that I have worked with that provides a similar experience to Qlikview is Tableau. I would recommend Tableau if your use case is to build a fixed dashboard. You can share reports for free without needing to buy additional licenses. I would recommend Qlikview if your users are looking for a more interactive experience. They can create new objects to represent the data which can't be accomplished as easily in Tableau

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There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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• You can use the free desktop version to do a lot of reporting and analysis work more quickly so the ROI is huge
• QlikView is great at finding outliers such as data entry errors
• QlikView is great at helping you quickly discover new insights about your business that can prompt you to take action that can immediately affect your cash flow.

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• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info